The US government is discouraging, but not yet forbidding, buying from certain Chinese manufacturers. But following other hardware manufacturers and making those deals is a risky move for Apple and a potentially riskier move for IT buyers.
        • Goodeye8@piefed.socialEnglish
          2 months

          Well yeah, but the price is so high because the big 3 refuse to meet the demand so CXMT selling ram is also going to force the hand of the big 3 unless they’re okay with CXMT just gobbling up the market. It won’t happen overnight but if the AI deals are to be believed CXMT has years to scale up production because the big 3 will have their docks stuck in the AI pot.

          • Valmond@lemmy.dbzer0.comEnglish
            2 months

            You can’t just scale up production on a whim, where do you get the litography machines from? ASML…

        • EonNShadow@pawb.socialEnglish
          2 months

          That’s the thing, the companies already exist, there are just import restrictions on them because China

    • kibblebits@quokk.auEnglish
      2 months

      Why don’t data enters buy these instead. Let us have the good stuff.

  • Jajcus@sh.itjust.worksEnglish
    2 months

    That is what I expected. There is a place in the market to sell more RAM and Chinese manufactureres will use it. They will build capacity to build those chips, eventually cheaper and maybe even better what the ‘West’ can do. And then the Western companies will complain, that ‘this is not fair!’. Like with all the other manufacturing we gave away to China.